An equivalence to Microsoft - I'm raising a great deal of them only because I believe having everyone rush to emulate Apple's MO has a bit of their exceptionalism rub off - is suggested by your second, though: both have individual consumers, customers dependent on unique line-of-business setups (as to the standard business, media professionals), and independent developers (the last two make up the constituency with an interest in unfettered application installation) in precisely the same proportion - but not the same magnitude. The question, yet again, is in precisely how the proportion represented by "a little bit" turns out to be - and how much that'll be when applied. One has to measure precisely how much's been added back to FCP to the magnitude of their retargeting of the FCP line in the first place to get an impression of their influence. Apple's able to show a great deal of strength, though; I'm simply sizing up the opposing influence.
But neither do I doubt that Apple'd ever deny themselves an opportunity for a bit of bravado: I shouldn't ever be overtly hostile to someone projecting reasoning with overt change and incompatibility for the ideal's sake onto Apple.
Edit: and my thanks to you for the PortableApps as well - I remember lugging around a gaudily pimped-up Firefox (Aqua theme and a Ghostfox-like quick-hide addon, woot woot) on a 512MB flashdrive in middle school, and subsequently realizing that the show of ricer agency can neutralize anyone's ability to reasonably judge taste. A fairly good life lesson to be had early while getting to terms with a teenager's first pecking order.